| 1 | Tradewinds Capital Management, LLC | $38.9M | 1.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 1.9M | Added |
| 3 | MEITAV INVESTMENT HOUSE LTD | $30.8M | 1.5M | New |
| 4 | Parkway Wealth Management Group, LLC | $27.6M | 1.3M | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $16.4M | 799,398 | Added |
| 6 | MinichMacGregor Wealth Management, LLC | $15.7M | 763,863 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $15.2M | 740,741 | Added |
| 8 | Generali Investments CEE, investicni spolecnost, a.s. | $12.7M | 619,000 | Hold |
| 9 | SAGESPRING WEALTH PARTNERS, LLC | $10.6M | 517,206 | Trimmed |
| 10 | Krilogy Financial LLC | $8.4M | 408,140 | New |
| 11 | Envestnet Portfolio Solutions, Inc. | $6.7M | 325,862 | New |
| 12 | Erste Asset Management GmbH | $6.2M | 335,050 | Hold |
| 13 | Florin Court Capital LLP | $5.6M | 271,979 | Added |
| 14 | PFG Investments, LLC | $4.9M | 241,028 | Added |
| 15 | Baker Avenue Asset Management, LP | $4.1M | 199,993 | Added |
| 16 | CITIGROUP INC | $4.0M | 193,252 | Trimmed |
| 17 | IFP Advisors, Inc | $3.7M | 180,531 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $3.3M | 162,716 | Added |
| 19 | Harel Insurance Investments & Financial Services Ltd. | $3.3M | 162,178 | Added |
| 20 | UNIQUE WEALTH, LLC | $2.6M | 129,074 | Trimmed |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | $2.6M | 128,594 | Trimmed |
| 22 | Tepp RIA, LLC | $2.6M | 125,751 | New |
| 23 | CIDEL ASSET MANAGEMENT INC | $2.6M | 125,000 | New |
| 24 | PENOBSCOT WEALTH MANAGEMENT | $2.5M | 122,247 | Trimmed |
| 25 | Claret Asset Management Corp | $2.4M | 115,800 | Hold |